Master Data
Departments
Foundation DataDepartments represent organizational capabilities used for capacity planning.
Business Explanation
Plain-language context for planners and operations leaders.
Business Explanation
Plain-language context for planners and operations leaders.
What is this?
Departments are the business capabilities that perform work, such as Design, Procurement, Joinery, Paint, Installation, QA, or Engineering.
Why is it needed?
They provide the capacity foundation for future due date planning without defining a fixed project workflow.
How is it used later?
Later, project planning can use departments as suggested work areas. Planners can still adjust the actual sequence for each project.
Example Template Rows
| Department Code | Department Name | Default Sequence | Include by Default | Capacity Type | Description |
|---|---|---|---|---|---|
| DES | Design | 1 | Yes | PEOPLE | Design and detailing team |
| PROC | Procurement | 2 | Yes | PURCHASE | Purchase coordination |
| INST | Installation | 3 | Yes | PEOPLE | Site installation team |
Filling Rules and Accepted Values
- Do not rename or remove template column headers.
- Required columns: Department Code, Department Name, Default Sequence, Capacity Type.
- Whole-number columns: Default Sequence.
- Include by Default: use Yes or No.
- Capacity Type: People (PEOPLE), Machine (MACHINE), Vendor (VENDOR), Purchase (PURCHASE), Other (OTHER).
Search and Templates
Find records or move setup data with a spreadsheet template.
Add Departments
Maintain the setup information used by future planning.
Departments Records
Search, edit, and activate or deactivate records for this area.
| Code | Department | Sequence | Default | Capacity Type | Status | Actions |
|---|---|---|---|---|---|---|
| PPO-JOINERY | PPO JOINERY | 1 | Yes | People | Active | |
| PPO-METAL | PPO METAL | 2 | Yes | People | Active | |
| MACHINE-SHOP | MACHINE SHOP | 3 | Yes | People | Inactive | |
| MDF-STR-PER | MDF STRUCTURE PERMANENT | 4 | Yes | People | Inactive | |
| MDF-STR-SPAA | MDF STRUCTURE SPAA | 5 | No | People | Inactive | |
| METAL-FAB | METAL FAB | 6 | Yes | People | Inactive | |
| METAL-POLISH | METAL POLISH | 7 | Yes | People | Inactive | |
| PAINT | PAINT | 8 | Yes | People | Inactive | |
| ACRYLIC | ACRYLIC | 9 | Yes | People | Inactive | |
| ELECTRICAL | ELECTRICAL | 10 | Yes | People | Inactive | |
| 11 | Yes | People | Inactive | |||
| MDF-FIN-PER | MDF FINAL PERMANENT | 12 | Yes | People | Inactive | |
| MDF-FIN-SPA | MDF FINAL SPAA | 13 | No | People | Inactive | |
| INSTALLATION | INSTALLATION | 14 | Yes | People | Inactive |